Leads Generated
A lead is the starting point of every new patient relationship. This metric counts every prospective new patient who contacts your practice through a marketing channel — giving you a clear picture of how much demand your campaigns are creating.
What Counts as a Lead
All In One automatically captures and classifies leads from your connected sources:
| Lead Source | How It's Captured | Example |
|---|---|---|
| Phone calls | Tracked numbers assigned to campaigns | A new caller dials your Google Ads tracking number |
| Web forms | Form submissions on your website | Someone fills out a "Request an Appointment" form |
| Chat inquiries | First-time messages through website chat | A visitor asks about teeth whitening via live chat |
| Email inquiries | Inbound emails from prospective patients | A prospect emails asking about new patient specials |
⚠️ If a lead source isn't showing data, check Settings > Integrations to verify the tracking number or form is properly connected.
What's Excluded
Not every contact is a marketing lead. All In One filters out noise:
- Existing patients — Contacts already in your patient database are not counted
- Non-scheduling inquiries — General questions (directions, insurance verification) without booking intent
- Duplicate contacts — The same person reaching out multiple times within 30 days counts once
This de-duplication ensures your lead count reflects unique prospective patients, not raw call volume.
Key Metrics
| Metric | What It Tells You |
|---|---|
| Total leads | Overall demand your marketing is generating |
| Leads by source | Which channels produce the most interest |
| Leads over time | Whether your lead volume is trending up or down |
| Lead-to-scheduled rate | Percentage of leads that become New Patients Scheduled |
Using This Data
The lead count on its own tells you about marketing reach. To understand marketing efficiency, pair it with your Cost Metrics to calculate cost per lead by channel.
If your lead volume is strong but New Patients Scheduled numbers are low, the issue is likely downstream:
- Front desk may need better follow-up scripts
- Callback times may be too slow
- Appointment availability may be limited
✅ Tip: Practices that call back web leads within 5 minutes see up to 3x higher conversion to scheduled appointments. Use the lead timestamps in this report to audit response times.
Related Pages
- New Patients Scheduled — Next step in the funnel
- Cost Metrics — Calculate cost per lead by channel
- Marketing ROI Overview — Full funnel context
